Planning Process

In our introductory meeting, we get to know you and how you think about money and life in general. We review how we work and the fundamentals about money which drive the way we look at the whole process. 

After the initial meeting, we ask you to bring in financial documents that we will review to assess your current financial situation.  All information is kept confidential. 

Our next appointment would be a review of your current net worth statement and cash flow.  We discuss, in depth, what you'd like to accomplish in retirement and identify realistic goals. 

Armed with all of this information, we analyze the data that we have, and access a strategy to help you reach your goals.  We attempt to marry the financial reality with the feeling you have about retirement and your vision and goals for that phase of your life.  We take a holistic approach to the development of a strategy, taking into consideration all of the factors that are unique to you. 

During the Recommendation meeting, we present you with a comprehensive list of recommendations about solutions you could employ to meet your goals.  Included are savings strategies needed and financial vehicles that would be appropriate for you to help reach your goals. 

At this meeting we provide a detailed explanation of the costs associated with each solution being implemented.

We review the final documents and/or contracts and answer any questions you may have. After having gone through this process, our clients are very excited for the financial clarity that they have gained. Many of our clients want to share their experience with friends and family. This meeting is an opportunity for you to let us know who you would like to introduce us to so that others may benefit from our services.